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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,041 | $43,075-60.4% | $74,577-77.1% | $62,881-72.9% |
| Participation rate | 87.9% | 58.1%+29.8pp | 68.1%+19.8pp | 69.3%+18.6pp |
| Annual return | 32.65% | 17.50%+15.2pp | 20.47%+12.2pp | 20.14%+12.5pp |
| Employer contribution / active EE | $927 | $1,498-38.1% | $2,525-63.3% | $2,281-59.3% |
| Participant deferral / active EE | $0 | $2,389-100.0% | $3,458-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,508 | $2,840-46.9% | $4,138-63.6% | $4,296-64.9% |